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"Despite the challenging environment, Netwealth went from strength to strength in 2020...The business had high client retention rates and year-on-year growth of 35 percent, as well as launching a new client app."
"Iain Barnes says at the moment, Netwealth portfolios are exposed to the small and medium-sized companies in the FTSE 250 index...'these companies which are more geared to the domestic outlook that we think is now improving.'"
"Simon McConnell, portfolio manager at Netwealth, said a holistic view of costs is required, whereby investors need to look beyond annual fees...and also consider the impact of bid-offer spreads and charges associated."
"...says Charlotte Ransom, chief executive of wealth management adviser Netwealth. 'Often, when having conversations about wealth transfer, the focus starts with housing and optimising tax-efficient investing.'"
"A survey by Netwealth in September 2020, found that a third of wealth management clients in the UK were considering switching provider, with a quarter (23%) blaming poor digital services."
"Charlotte Ransom, CEO of Netwealth, who advises predominantly high net worth women (says) "Wealth can be tied up in trusts and offshore companies. The business can be part of a partnership."
Charlotte Ransom, chief executive officer of Netwealth, said: “The pandemic has had an impact on the finances of most across the UK, so it is surprising to see such low levels of engagement with financial advisers and wealth managers who can provide much-needed support in navigating significant pressures during this complex period.”
Netwealth CEO Charlotte Ransom said that people needed to think about the long-term implications of their money, before it was too late to do something.
